The Basket is a personal area of AssetWise where you can add objects that you want to keep handy for quick reference or work. Objects remain in your basket until you explicitly remove them.

You can add an object to the basket by opening the object in the Content pane and then clicking Add to Basket in the Actions section of the Task pane.

When you select an object in the basket so that its content is displayed in the Content pane, the Task pane will show additional, appropriate actions for that object.

The Actions menu in the basket has these options:

• Create Distribution List
• Data Maintenance - used to perform various bulk updates, requires the System Information > Data Maintenance permission
• Delete Objects - permanently deletes the selected object from the community
• Distribute Documents
• Send e-mail
• Subscription

The Add menu in the basket has these options:

• Add To Folder (lets you add the selected object to a folder under Explorer (system folder) or My eB (personal folder)
• Add To Publisher

The Basket menu in the basket has these options:

• Empty - removes all objects from the basket (does not delete objects from the community)
• Remove Selection - removes just the selected objects from the basket (does not delete objects from the community)

The Media menu in the basket has these options:

• Display in Visual Navigator
• Get All Files
• Launch
• Print Console
• Submit Print Job
• View Files in Brava

The Bulk Import/Export Utility provides a mechanism to perform a bulk import/export of documents or folders into AssetWise.

This feature requires AssetWise Web Server and AssetWise Application Server-side configuration by your administrator as documented in the AssetWise Implementation Guide, which is delivered with the AssetWise download package. See your administrator for details.

Update Preferences for Bulk Transactions

Both import and export functions have configurable preferences — for templates and directory paths, for example.

Update as required and click the Update button at lower right.

My Jobs

A link is provided for you to inspect a list of your bulk jobs, their type, date, and status.

The Directory section of the Navigation pane stores categorized information on employees, customers, vendors, and so on. Your system administrator defines which person, location or organization objects are to be included in the Directory.

If you have the permission to customize the directory, any folder you select or create can become a directory folder. To make a folder a directory folder, select the folder and then click the Set a directory root link in the Task pane.

A directory content pane for an organization displays the key contact personnel, the directory information, related personnel (person objects) and related organizations. Selection of a personnel name shows that person's information.

The Distribution section of the Navigation pane is where you manage your document distribution lists. You can have as many of these lists as you want, or you can select individual distributees from a global list at the time you release your documents — typically from the Basket.

A wizard steps you through the distribution process.

The Documents section of the Navigation pane lets you browse for documents in the community based on document class. Expand the document class structure in the Navigation pane until you find the document class you want. All of the documents that belong to that particular class are listed. Selecting a document from the list opens that document in the Content pane. You can then make changes to the document as needed.

The Explorer section of the Navigation pane lets you view or manage the global folder structure of the community.

Here you can create folders, add objects to folders, and set security on folders. You can also use this area as a quick and easy way to create relationships between objects.

This is the default page that opens after logging in. If you navigate away from it and you want to return, click the Home icon, then select Explorer from the Navigate menu.

File plans are long-term document management schemes.

The Item Classes section of the Navigation pane focuses on physical items. For details, see Physical Item Management .

My eB is a personal area of AssetWise, where you can create personal folders, and organize the objects (including searches) that you are interested in. Only you can see the folders you create in My eB. You can also use My eB as a quick and easy way to create relationships between objects.

To add an object to a folder in My eB:

1. Open the object you want in the Content pane.
2. In the Task pane, click the Add to Folder link.
3. In the folder list that opens, verify that Use the selected folder is selected and then select My eB.
4. Click the Complete button.

My eB -> My Downloads is a special folder which is generated automatically when Download Files option is used. Every user can see up to 20 download packages here. Every user can see only his own download packages, which are created using Download Files option. Download Files option is available to choose in Documents Search Results, Basket, Document View Page, Report results List.

If you pushed few file packages to download in My Downloads folder you also can check the status of your downloading files and see if they are downloaded or not.

Statuses are:

Also My Downloads is a place where you can download or delete the created file package.

To download the .zip package, just click on the package in the list and it will be downloaded to your browser.

To delete the .zip package, select the checkbox near the .zip and press Actions -> Delete Objects

In this explorer you can create, modify, delete and/or publish packages of AssetWise objects. Publisher packages include all contents: object instance data, hierarchies, and the files contained within documents. The package format can be HTML, CHM, or XML. Thus they are inherently suitable for distribution to non-users of AssetWise and entities outside your enterprise.

Publisher package wizard, step 1

Step 2 of the wizard offers retrieval options. For every type of AssetWise object, topics to be retrieved may be selected using check boxes.

Publisher package wizard, step 2

The purpose of Step 3 is allow exclusion of any attributes from the package. Transfer to the ‘Selected’ window all attributes you wish to include. If you leave the ‘Selected’ window empty, by default all attributes are considered selected.

Publisher package wizard, step 3

The final step is for setting output options — format, status, and file naming.

Publisher package wizard, step 4

When you have created several packages, the Content pane can display them, as follows:

Set of publisher packages

Options in the Explorer are View (leading to the screen shown above) and Create. Options in the Task pane are Create, Delete and Publish. Delete/Publish apply to any packages checked in the Content pane.

Clicking on any individual package code exposes its detail in the Content pane, with further editing options in the Task pane:

Publisher package detail sheet

The Work Exchange Folder is a task manager, presenting assigned tasks to users and assisting them in workflow management, presented as a familiar tree-structured navigator.